My Profile

My name is Steven Foster, a Microsoft CRM MVP, working at Intergen as the CRM Product and Marketing Manager. I have over 17 years of CRM experience delivering a multitude of CRM solutions across a number of countries. I hope you find my blog interesting!
I am also an entrepreneur reselling the HappyOrNot customer satisfaction service.

So you have a complex workflow that you want to copy and re-purpose for another decision point. Now you do not want to re create it, but just copy it. Its easy do not panic, follow these simple steps.

1. Change the workflow temporarily to a process template, save and close
2. Now create a new workflow and select start from a template
3. Select your template
4. Tweak and change it
5. Activate it
6. Now open up the original workflow and change back to a process and activate it